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ESCO Technologies

ESE

ESCO Technologies is a global provider of highly engineered products and solutions for the aerospace, defense, utility, and industrial markets.

Market cap
$8.4B+66.4%
Revenue$1.2B+30.9%
Net income$308.1M+161%
Free cash flow$224.4M+60.6%
EPS (diluted)$11.90+161%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 6, 2026 (In 1 week)
Revenue estimate$341.4M
EPS estimate$2.12

Financials

Q2 2026

Income statement

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Revenue$309.3M+33.5%
Gross profit$131.3M+32.3%
Net income$34.7M+11.9%
EPS (diluted)$1.34+11.7%

Balance sheet

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Cash & equivalents$92.3M+60.7%
Total debt$212.7M+45.8%
Total equity$1.6B+24.1%
Total assets$2.4B+41.8%

Cash flow

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Operating cash flow$6.4M-73.4%
CapEx$7.2M-25.7%

Valuation & ratios

Valuation

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Market cap$8.4B+66.4%
Enterprise value$8.52B+56.6%
P/E27.3×-15.7×
P/S6.7×+1.9×

Profitability

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Gross margin41.9%-1.0pp
Net margin24.7%+12.3pp

Returns & leverage

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Return on equity21.5%+11.9pp
Debt / equity0.1×0.0×
Current ratio1.5×-0.6×

Segments

By segment

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Aerospace And Defense$150.3M+67.7%
Utility Solutions Group$93.5M+3.0%
RF Shielding And Test$65.5M+27.5%

Competitors

Profile

ESCO Technologies is a global provider of highly engineered products and solutions for the aerospace, defense, utility, and industrial markets. The company specializes in filtration, fluid control, and signature management for naval and aviation platforms, as well as diagnostic testing and monitoring tools for the electric power grid and renewable energy sectors. Its value proposition is centered on delivering mission-critical technology for high-growth, high-margin end markets through a portfolio of specialized subsidiaries.

Competitive position

A leading supplier in specialized niche markets such as naval signature management and utility diagnostic testing, characterized by high barriers to entry and proprietary intellectual property.

GeographiesUnited States, United Kingdom, Canada, Mexico, Europe
Customer segmentsGovernment Agencies, Utilities, Commercial Aerospace, Renewable Energy
Business modelManufacturing, Engineering Services, Government Contracting
SuppliersAerospace-grade titanium suppliers, Electronic component manufacturers, Raw material providers (steel, aluminum, copper, nickel), Contract manufacturers
CustomersDepartment of Defense, Commercial aircraft manufacturers, Electric utility companies, Telecommunications providers
Listed1990
Employees3.2K
CEOBryan H. Sayler
FilingsSEC EDGAR

Questions, answered.

What is ESCO Technologies's market cap?
ESCO Technologies (ESE) has a market capitalization of $8.4B and trades on NYSE.
What is ESCO Technologies's revenue and profitability?
ESCO Technologies generated $1.2B in trailing twelve-month revenue with net income of $308.1M, representing a net margin of 24.7%. Gross margin stands at 41.9%, with free cash flow of $224.4M. These figures are based on the Q1 2026 filing.
Who are ESCO Technologies's competitors?
ESCO Technologies's key competitors include Parker Hannifin, Collins Aerospace, Pall Corporation, and others. These companies compete in similar markets and product categories.
Who does ESCO Technologies partner with?
ESCO Technologies's notable partners include CTIA-The Wireless Association.
What subsidiaries does ESCO Technologies have?
ESCO Technologies's subsidiaries include PTI Technologies Inc., Crissair, Inc., Doble Engineering Company, and others.
Where is ESCO Technologies headquartered?
ESCO Technologies is headquartered in United States of America and employs approximately 3,195 people. It has been publicly traded since 1990.